This transcript has been automatically generated and may not be 100% accurate.

... I ... big ticket items the biggest of big ticket items all of these are the sales actually be in the ... main fuel counterintuitive but actually doing pretty well check out here ... head of the crown on SmartMoney ... noisy ... at Barron's How dairy dairy close Irancell site ... often came and said I thought this is kind of surprising or be tilted to his will to do I did say oh it's the it's still a little bit of a mystery to me you would think that in in its server ... if the economy that a big ticket item or discretionary purchase that would not be an area where you want to invest but ... if you look over the past month ... or the makers like Thor Industries morning bagel they are among the stock markets there were top performers ... and stocks are up twenty percent over the past month of much more year to date ... if you look at especially in Shinkansen with the rest the market still ... yet and it's not just this very clear that the list that only backed up by the sales numbers right when they go sales rose twenty five percent last quarter Thor Industries ... preannounced thirty percent sales increase ... where else in the market reducing those kinds of sales gains for a new very least the earnings growth ... no one has revenue growth ... and the RV maker circular right now so ... become a curious neighbors heard checked and aam our RV guy on what you've ever written around one night we rented one for the Giants can be ... spitting image of the one below the current ... twenty five ... what what ... what I understood your first ball a lot of baby boomers entering retirement yet copper or perks is among ... the among retirees ... aam but more that I spoke to an industry representative uses ... you know you can get into one these things one that stole balls for about twenty five thousand dollars the average purchase price last year was thirty seven thousand that includes the big giant luxury you know posh ones that can ... cost hundreds not thousands of dollars so ... he spent twenty five thousand dollars ... you take a ten year loan ... you didn't interest deduction on mostly on many models just went to a home buyer was ... sold for families out there to travel Sobel terms throughout the summer ... there we have to cost the airfare and hotels ... is actually of her record as a cheaper option for them to take family trips gives us not just people splurging on a one three good right now right that is actually think of anything these but they really think it is giant ball size yes numbers it's really that cold will center but for most of that growth has come and look a lot of this or is that this industry bottomed out there and that it during the recession outs coming back it's not all the way back to its people oh was it ... a little more than half way back ... but here look ... there were were we look at the fiscal cliff and things like that we obsess over but there are some ... pretty upbeat signs the economy right now consumer confidence is at a five-year high ... housing isn't great but it's the best it's been in several years ... ALM so I think it's got people feeling a little bit better ... about some these purses so you can even as the trend ... is not the point ... where I look at the salon I look of the stocks surrendered his Thor Industries is a stock it's it's fifteen times longer fifteen times earnings ... if you look at its next fiscal year earnings are expected to climbed eighteen percent that's great growth I'm not very expensive stock when they awoke smart enough to beat the market you definitely want a bigger looks more expensive relative to earnings just because earnings are really depressed right now it's it's a this is a ... turnaround company but its earnings per share are expected to double over the next few years so ... you know that is not what growth out there matched the Arby's I'm not sure that I fully understand the appeal iam out on my way to vomit the numbers are the numbers the numbers of the numbers look this is very popular and how ... awesome you're a much of the country